In recognition of International Women’s Day on March 8, 2026, and the global theme Give to Gain, we’re highlighting perspectives from women across PenderFund. Shaped by experience, insight, and day-to-day contributions across the firm, these reflections speak to the value of sharing knowledge, supporting one another, and thinking with a long-term view. Together, they offer […]
Pender Focus At Pender, our equity team focuses on identifying opportunities at the intersection of sector and capital cycles, structural change, and market inefficiencies. Our core themes include Enterprise Software, AI, the Energy Transition, and the evolving geopolitical environment — with this paper exploring Defense as a key expression of today’s geopolitical shift, supported by […]
Investment Strategy and Current Opportunity Why is the current opportunity set attractive? AMAN BUDHWAR: The US small- and mid-cap universe offers a uniquely attractive opportunity today due to its scale, diversification, and exposure to powerful long-term growth themes. Many investors are surprised to learn that the US small- and mid-cap market alone is larger […]
As published in Canadian Family Offices. Investing in stressed and distressed companies can offer a chance to reap high returns. The idea of investing in distressed credit markets may sound daunting—it requires expertise in evaluating companies whose balance sheets are at risk. But some funds, such as the Pender Credit Opportunities Fund, see opportunities where others see trouble. […]
Pender's 12 Days of Holiday Inspiration is back! Discover your next read or listen with our guide to the best books and podcasts to enjoy this holiday season. From technology reshaping today’s economic and investment landscape to overcoming obstacles, our Investment Team has shared their best recommendations to inspire you. Aman Budhwar Laura Baker Eric […]
Geoff Castle has been managing the Pender Corporate Bond Fund since September 2015, delivering an incredible track record over 10 years. He and his team adhere to a proven investment strategy that has weathered a series of market cycles and, with a flexible mandate, a wide investment universe and an emphasis on active credit selection, they always find pockets of opportunity to pivot […]
As published in Canadian Family Offices. Investing in stressed and distressed credit is a significant asset class in the U.S., but still largely unknown to family offices in Canada. PenderFund Capital Management, a pioneer of looking into inefficient parts of the market, is changing that with its Pender Credit Opportunities fund. President Donald Trump’s ongoing […]
The Pender Hot List is back! Discover your next read and listen with our guide to the best books and podcasts to enjoy this summer. From technology reshaping today's economic and investment landscape to overcoming obstacles, our Investment Team has shared their recommendations to inspire you. Aman Budhwar Sharon Wang Isaac Souweine Tracy Tidy Felix […]
As published in the Finance et Investissement/Conseiller.ca December 16, 2024 (In French) Winds of change are in the air. Years of rising interest rates to tame the inflation beast are slowly reversing as central banks loosen monetary policy. Recession fears are receding as the “hard landing” narrative has given way to the “soft or no […]
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